+77.6%
HL vs NVD
-52.8%
+130.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.1% |
| 7D | -4.4% | +10.8% | -15.2% | -1.5% |
| 30D | +9.3% | +0.8% | +8.5% | +10.9% |
| 3M | +32.0% | -20.8% | +52.8% | +28.1% |
| 6M | -6.4% | -41.2% | +34.7% | -12.3% |
| YTD | +3.1% | -44.2% | +47.3% | -4.0% |
| 1Y | +77.6% | -54.2% | +131.7% | +59.7% |
| All | +77.6% | -52.8% | +130.4% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NVD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling